Aditya Birla Sun Life India Gennext Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹540 Cr | ₹6363 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 10% |
| Expense Ratio | 2.37 | 1.85 |
| Manager | Abhinav Khandelwal | Dhaval Joshi |
| ISIN Code | INF174V01630 | INF209K01447 |
| Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | 1.43% | 1.32% |
| 6 Month | 8.72% | 6.84% |
| 1 Year | 1.94% | 4.45% |
| 3 Year | 15.47% | 14.53% |
| 5 Year | 19.43% | 19.88% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 3.86% | 2.65% |
| 1 Year | 12.17% | 11.69% |
| 3 Year | 14.35% | 14.34% |
| 5 Year | 15.31% | 14.92% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 11.98% | 15.82% |
| 3 Year | 17.65% | 15.78% |
| 5 Year | 17.62% | 17.08% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.50% | 11.81% |
| Sharp | 0.64% | 0.66% |
| Beta | 0.92% | 0.9% |
| Alpha | 0.05% | -0.94% |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Dhaval Joshi |
| Total AUM | ₹5522 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 9.71 | - |
| Large Cap | 62.85 | 68.72 |
| Mid Cap | 8.45 | 20.62 |
| Small Cap | 18.99 | 10.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 5.79 | 0.67 |
| Consumer Defensive | 27.37 | - |
| Consumer Cyclical | 42.4 | - |
| Basic Materials | 3.4 | - |
| Healthcare | 1.69 | - |
| Communication Services | 9.74 | - |
| Industrials | 7.74 | - |
| Utilities | 1.87 | - |
| Industrial Products | - | 0.59 |
| Food Products | - | 3.78 |
| Retailing | - | 15.1 |
| Personal Products | - | 4.27 |
| Consumer Durables | - | 10.33 |
| Diversified FMCG | - | 6.97 |
| Insurance | - | 3.39 |
| Banks | - | 11.51 |
| Pharmaceuticals & Biotechnology | - | 3.68 |
| Healthcare Services | - | 1.35 |
| Automobiles | - | 14.4 |
| Finance | - | 2.98 |
| Consumer Services | - | 0.5 |
| Agricultural Food & other Products | - | 1.88 |
| Beverages | - | 5.47 |
| Realty | - | 0.54 |
| Auto Components | - | 1.45 |
| Telecom - Services | - | 5.14 |
| Diversified | - | 0.65 |
| Cement & Cement Products | - | 1.09 |
| Transport Services | - | 1.74 |
| Textiles & Apparels | - | 0.44 |
| Leisure Services | - | 1.79 |
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